Chewy, Inc.
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Revolve (RVLV) reported Q2 revenue of $347.4M, up 12.4% YoY, beating expectations. Coupang (CPNG) reported $8.86B, up 3.9%, missing estimates. Chewy (CHWY) reported $3.33B, up 7.3%, in line with expectations. Amazon (AMZN) reported $200.6B, up 19.6%, beating estimates. All stocks except Amazon declined post-earnings.
The Amplify Online Retail ETF (IBUY) rose 3.14% in October as of the 14th, driven by gains in key holdings like FIGS, Etsy, Maplebear, Chewy, and Lyft. The ETF declined 3.64% in Q3, but e-commerce growth and AI tools support its outlook. U.S. e-commerce sales grew 12.2% YoY in Q2, per Census Bureau data.
Chewy reported $80.5M net income, raising its 2026 sales outlook to $13.46B-$13.57B. MercadoLibre's 2025 revenue grew 39.1% to $28.9B, with net income up 4.5% to $2.0B. Both face risks: Chewy cites competition and logistics, while MercadoLibre highlights credit and currency risks. Chewy trades at lower P/S and Forward P/E multiples than MercadoLibre, which grows faster but sacrifices margins.
Over the past 7 days, AlphAI's AI scored 3 news stories mentioning CHWY (Chewy, Inc.). Coverage has been balanced: 1 bullish, 1 neutral, and 1 bearish.
Recent CHWY coverage spans earnings, financial news and sector analysis.
In the last 30 days, CHWY insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($363K). The most active reporter was Billings William G., Chief Accounting Officer, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Earnings already priced; stock down 8.8% since report.
CHWY is positioned as a beneficiary of subscription-like demand resilience within online retail.
Outlook raise supports revenue expectations, but thin margins, competitive pressure, and acquisition execution risk likely cap upside.
The stock has already fallen 10.3% since the earnings release, suggesting lingering weakness.
Article favors Uber over Chewy, suggesting limited upside for Chewy.
AlphAI scores every news story that mentions CHWY with an AI model for sentiment and relevance, and aggregates insider trades from Chewy, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Revolve (RVLV) reported Q2 revenue of $347.4M, up 12.4% YoY, beating expectations. Coupang (CPNG) reported $8.86B, up 3.9%, missing estimates. Chewy (CHWY) reported $3.33B, up 7.3%, in line with expectations. Amazon (AMZN) reported $200.6B, up 19.6%, beating estimates. All stocks except Amazon declined post-earnings.
3 min readThe Amplify Online Retail ETF (IBUY) rose 3.14% in October as of the 14th, driven by gains in key holdings like FIGS, Etsy, Maplebear, Chewy, and Lyft. The ETF declined 3.64% in Q3, but e-commerce growth and AI tools support its outlook. U.S. e-commerce sales grew 12.2% YoY in Q2, per Census Bureau data.
5 min readChewy reported $80.5M net income, raising its 2026 sales outlook to $13.46B-$13.57B. MercadoLibre's 2025 revenue grew 39.1% to $28.9B, with net income up 4.5% to $2.0B. Both face risks: Chewy cites competition and logistics, while MercadoLibre highlights credit and currency risks. Chewy trades at lower P/S and Forward P/E multiples than MercadoLibre, which grows faster but sacrifices margins.
7 min readChewy (CHWY) shares fell 10.3% since its last earnings report. Q2 adjusted earnings met estimates at $0.36 per share, while net sales rose 7.3% to $3.33B, beating consensus. The company added 208K net active customers and raised its fiscal 2026 outlook. Management expects AI initiatives to generate cost savings. Free cash flow declined 15.5% to $89.5M, with $200M spent on share repurchases.
2 min readChewy (CHWY) and Uber (UBER) are compared as investment options. Chewy reported $12.6B revenue, $222.8M net income in FY 2025, and has 21.7M active customers. Uber reported $52.0B revenue, $10.1B net income, and expanded via acquisitions. Both face competition and operational risks.
5 min readChewy CHWY reduced its Chewy+ membership fee to $59/year from $79/year, adding benefits like free shipping and veterinary discounts. Analyst Nathan Feather of Morgan Stanley believes this could attract more subscribers, lowering the breakeven spending threshold. Chewy shares are down 20% in six weeks and 44% year-to-date.
2 min readShopify (SHOP) reported a debt-to-equity ratio of 0.0x, a current ratio of 6.0x, and $2.0B in free cash flow for FY 2025. Chewy (CHWY) faces competition and relies on third-party providers. Shopify depends on SMB growth and ecosystem partners. Shopify trades at a premium to Chewy due to faster growth and stronger margins. Analyst prefers Shopify for its ecosystem expansion and growth potential.
2 min readChewy's stock fell 10.92% in a week despite Q2 revenue growth and raised guidance. Investors worry about slower revenue, cautious pet spending, and nonrecurring margin boosts. Analysts maintain Buy ratings. Chewy filed a shelf registration for future financing.
2 min readChewy (CHWY) and Petco (WOOF) reported stronger sales in cat products and weaker dog-related sales. General Mills (GIS) saw similar trends, with cat food sales up and dog food down. Cat ownership grew faster than dog ownership, with cats costing less overall. Chewy's Q2 sales rose 7.3% YoY, and it raised full-year guidance, but its stock is down 43.72% YTD.
3 min readCat food and product sales are rising, boosting retailers like General Mills (GIS), Chewy (CHWY), and Petco (WOOF). According to the companies, cat ownership increased 5% in 2025, driving demand. General Mills reported double-digit growth in cat food sales, while dog food sales declined. Chewy and Petco also noted strong cat product sales in their recent earnings calls.
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